See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,395 | $99,020-82.4% | $86,590-79.9% | $147,584-88.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.74% | 1312.34%-1290.6pp | 964.84%-943.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $596 | $3,132-81.0% | $2,839-79.0% | $4,876-87.8% |
| Participant deferral / active EE | $199 | $3,972-95.0% | $3,609-94.5% | $5,439-96.3% |
| Admin fee / account holder | $15 | $5,710-99.7% | $4,906-99.7% | $10,885-99.9% |